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Showing 31 - 40 of 407 results for "Advisory Firm"

ART promotes high-profile retirement specialist

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... years. Alexander Forbes is South Africa's largest private pension fund administrator, multi-manager and actuarial advisory firm. During his tenure, he was the principal advisor to some of the country's largest public and private corporations ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
Stock market trading advice group Equity Story will acquire Adelaide-based advisory firm Baker Young for $4.2 million in cash, as it looks to expand its wealth management footprint. The transaction is expected to be earnings-accretive and "meaningfully ...

AOF asset settlement delayed, on track for June delisting

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... million. According to CoreLogic, real estate investment manager Sumner Capital and boutique property development and advisory firm Innovate Re are the buyers of 150 Charlotte Street, Brisbane, which is home to the Australian Passport Office, Department ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

Brandes appoints new sales director for APAC

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
San Diego-headquartered boutique advisory firm Brandes Investment Partners has appointed an Australian to be its director of sales in APAC, in an effort to deepen its relationships across the region's wealth market. Brandes appointed Diya Lowe, formerly ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... management, financial analysis and people and culture strategy. "Infocus is at an exciting stage of growth as a national advisory firm, and I'm delighted to be part of the journey. I am impressed with the culture and its strong, community-driven ...

Axius names executive director

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
Axius Partners, a capital formation and advisory firm, has welcomed a new executive director. Phil Filippelis joins from Commonwealth Bank where he served as head of global portfolio solutions and deputy investment chief. "We are delighted to have Phil ...

Freezing order slapped on First Guardian Master Fund, Falcon Capital

KARREN VERGARA  |  MONDAY, 3 MAR 2025
... First Guardian Master Fund is run by First Guardian Capital, a Melbourne-based investment management and corporate advisory firm. In May 2024, Falcon Capital suspended redemptions and applications for the First Guardian Master Fund "to allow for a restructure ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
BFA Global Investors - the advisory firm of Jonathan Belz and Gavin Ezekowitz - has hired a distribution lead from Remara Investment Management. The duo welcomed Ben Dixon to the firm as a director of client portfolios. BFA Global - which connects high-net-worth ...

Scarcity Partners acquires stake of foreign investment firm

ANDREW MCKEAN  |  WEDNESDAY, 11 DEC 2024
Scarcity Partners has acquired a 20% interest in January Capital, a Singapore-based private markets investment firm focused on Asia Pacific technology companies. The acquisition is hoped to support January Capital's ability to identify and fund technology-driven ...